Mike Willans and Bimal Patel, look at why “national champions” have become a powerful – and growing – force in markets, as governments step in to back companies seen as strategically vital.
They touch on why this shift is happening now, what it means when the state takes a direct stake in listed companies, and how it could reshape the opportunity set for investors over the coming years.
The above video is intended as a general review of investment market conditions. It does not constitute investment advice and has not been prepared on the financial needs or objectives of any particular person. It is intended for the use of institutional and other professional investors.